Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-06-11 |
| TX | RA | APPROVED_RES | 2024-06-10 |
| MI | RA | APPROVED | 2024-06-06 |
Branch Locations
880 W. Long Lake Rd. Suite 550, Troy, MI 48098 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bingham Farms | MI | 01/2011 | 01/2017 |
| Cwm, Llc | Bingham Farms | MI | 01/2017 | 06/2024 |
| Stonebridge Financial Partners, Llc | Bingham Farms | MI | 10/2014 | Present |
| Cetera Advisor Networks | El Segundo | CA | 01/2017 | 06/2024 |
| Lpl Financial Llc | Troy | MI | 06/2024 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 06/2024 | Present |
1. 05/15/2024 - Stonebridge Financial Partners LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/5/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 2. 05/15/2024 - Evan Topor - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 6/5/2024 - 5 Hrs/Mo; 1 Hr During Trading. 3. 06/06/2024 - Stonebridge Financial Partners - DBA for NewEdge Advisors, LLC (RIA) - Investment related - Investment Advisor Representative - 100% of time is devoted to this activity -t reported business location. 4. 06/13/2024 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 6/5/2024 - 144 Hrs/Mo; 7 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 144 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-17 |
Reach out to this advisor